AdvologixPM

How do I access the Calendar Page(s)?

Updated on

The Calendar page allows you to view various employee schedules and groups of schedules in Month, Week and Day views.

You Can Access Your Calendar from the Following Locations:

You can access your calendar from the following location in Advologix PM:

Click the Home tab

Scroll Down to the Calendar section

Through Activity List View Icon button (located just below the Calendar); you can view Activity list page of an event or task, which includes calendar icons at the top.  The page will load for the default Day view, displaying the Calendar Group defined in your Employee Configuration section in your Employee record

Your current default Calendar Group will be displayed in the top left corner of the current Day, Week or Month view

[1] In the single user day view, you can:

  • See the events scheduled for the specified day.
  • See a list of tasks. You can change which tasks you see using the drop-down list.
  • Hover your mouse over the subject of an event to see the details of the event in an overlay.
  • Hover your mouse over the subject of a task to see the details of the task in an overlay.

(SEE: Using the Calendar Day View)

[7] In single user week view, you can:

  • See the events scheduled for the specified week.
  • Hover your mouse over the subject of an event to see the details of the event in an overlay.
  • Click the Add Event icon (Plus sign) to add an event on the appropriate day. Alternatively, double-click a time slot to enter the details of the event in an interactive overlay. Note that your administrator controls the availability of click-and-create events; see Enable Click-and-Create Events on Calendar Views.
  • Click the date—for example, 26 for March 26th—to drill down to the day view for that day.
  • Reschedule an appointment by dragging an item on your calendar to a different time. For best results, place your mouse over the subject line of the event before dragging it. If the item is a recurring event (Recurring Event), only the single occurrence that you drag is changed, not the entire series. Note that your administrator controls the availability of drag-and-drop calendar editing; see Enable Drag-and-Drop Editing on Calendar Views.
  • Drag-and-drop editing is not available for multi-day events.
  • Navigate the calendar using the calendar icons.
  • Click This Week to display the week view for the current week.
  • Click [Change] to switch to the calendar of another user, a public calendar, or a resource calendar; see Viewing Other Calendars.
  • Click [Share My Calendar] to set your personal calendar sharing; see Granting Access to Your Calendar.
  • Click Printable View to display the current calendar view in a print-ready format; see Printing Your Calendar.
  • Select Show Weekends to display Saturday and Sunday.

(See: Using the Calendar Week View)

[31Using the Calendar Month View:

In single user month view, you can:

  • See the events scheduled for the specified month.
  • Hover your mouse over the subject of an event to see the details of the event in an overlay.
  • Click the Add Event icon (Plus sign) to add an event on the appropriate day.
  • Click the date—for example, 26 for March 26th—to drill down to the day view for that day.
  • Click the appropriate Week link to drill down to the week view for that week.
  • Navigate the calendar using the calendar icons.
  • Click This Month to display the month view for the current month.
  • Click [Change] to switch to the calendar of another user, a public calendar, or a resource calendar; see Viewing Other Calendars.
  • Click [Share My Calendar] to set your personal calendar sharing; see Granting Access to Your Calendar.
  • Click Printable View to display the current calendar view in a print-ready format; see Printing Your Calendar.

(See: Using the Calendar Month View)

Single User View icon Displays a user's calendar, a public calendar, or a resource calendar.

Multi-User view icon allows you to see several colleagues' calendars all on one page

To see several colleagues' calendars all on one page, click the Multi-User View icon (Multi-User View).

When viewing multi-user calendars you can:

  • Select, edit, and create list views that determine which calendars display. To show a filtered list of items, select a predefined list from the View drop-down list, or click Create New View to define your own custom view. To edit or delete any view you created, select it from the View drop-down list and click Edit.
  • See each person's availability. Consult the legend on the page to see which color indicates Busy or Out of Office time. If someone has multiple events scheduled for a particular time, all of those events display on the calendar. Note that an event marked as Free in the event details doesn't display in the multi-user calendar view.
  • Hover your mouse over a colored bar to see more details about an event.
  • Create an event and invite people. Check the boxes next to the people you want to invite and click New Event. Alternatively, click the Add Event (Plus sign) icon for the appropriate day.

Consider these tips when viewing multi-user calendars.

  • Administrators can choose whether event details display. For more information, see Show Event Details on Multi-User Calendar View.
  • Drag-and-drop editing is not available.
  • The time range you see is determined by the Start of day and End of day fields on your personal information page. Events scheduled outside this time range don't display. To see these events, extend your Start of day or End of day times.
  • Multi-user calendar views work differently in the partner portal. For example, partners can only view calendar information for people in their own company and their channel manager.

 (See: Using Multi-User Calendar Views)

Previous Article What is the Activity History related list?
Next Article How do I use Calendar icons?